Your RG&E benefits are valuable. Make sure they work together.
Retirement can bring decisions about your pension, investments, taxes, Social Security, and healthcare. SixPoint helps you organize those choices into one coordinated retirement plan.
- Independent financial guidance
- Clear retirement-income planning
- No-obligation initial conversation
Six questions deserve clear answers.
- 01 Can I retire when I want to?
- 02 Should I take the pension or another available option?
- 03 How much income will I have after taxes?
- 04 What will I do for healthcare before Medicare?
- 05 When should I claim Social Security?
- 06 How should my investments change as retirement approaches?
Guidance built around the decisions employees commonly face.
Your benefits reviewed as part of your complete financial life.
Serving Rochester-area families from SixPoint Financial Partners.
Retirement is not one choice. It is a series of connected choices.
A decision in one area can affect your income, taxes, investments, and flexibility for years to come.
Start with the questions other RG&E employees are asking.
Watch practical explanations about retirement readiness, pension choices, income planning, and the decisions that should be reviewed before your final day of work.
- Created for RG&E employees approaching retirement
- Plain-English explanations without unnecessary jargon
- Watch the complete series at your own pace
Bring your questions. Leave with a clearer next step.
The initial conversation is an opportunity to understand what matters to you, identify the decisions ahead, and determine whether additional planning would be useful.
Tell us where you are
Share your retirement timing, priorities, and the questions keeping you up at night.
Identify the moving pieces
We help organize the benefits, accounts, and planning areas that may need attention.
Clarify your next step
You leave knowing what deserves further analysis, without pressure or obligation.
David Pulcini, CFP®
David is CEO and Lead Advisor at SixPoint Financial Partners. He helps families coordinate retirement income, investments, taxes, risk management, estate planning, and the personal goals that make each plan unique.
- CERTIFIED FINANCIAL PLANNER™ professional
- CEO & Lead Advisor
- Rochester, New York
Let's talk through your RG&E retirement decisions.
Complete the form and choose a convenient time for a complimentary conversation with David and the SixPoint team.
SixPoint Financial Partners is not affiliated with or endorsed by Rochester Gas & Electric (RG&E). This information is educational and does not constitute individualized investment, tax, or legal advice. Investing involves risk, including possible loss of principal.
Bring your questions. Leave with a clearer next step.
A complimentary conversation with David and the SixPoint team, with no pressure or obligation.